iShares Morningstar Mid-Cap Value ETF
IMCV
78 hedge funds and large institutions have $186M invested in iShares Morningstar Mid-Cap Value ETF in 2020 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 19 increasing their positions, 20 reducing their positions, and 4 closing their positions.
225% more first-time investments, than exits
New positions opened: 13 | Existing positions closed: 4
19% more capital invested
Capital invested by funds: $157M → $186M (+$29.4M)
11% more funds holding
Funds holding: 70 → 78 (+8)
1.93% more ownership
Funds ownership: 143.12% → 145.05% (+1.9%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
5% less repeat investments, than reductions
Existing positions increased: 19 | Existing positions reduced: 20
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$1.56M |
| 2 |
Citadel Advisors
Miami,
Florida
|
+$1.06M |
| 3 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$870K |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$598K |
| 5 |
FTUS
Flow Traders U.S.
New York
|
+$525K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
IAN
Integrated Advisors Network
Dallas,
Texas
|
-$3.93M |
| 2 |
AAS
Avantax Advisory Services
Dallas,
Texas
|
-$3.87M |
| 3 |
NL
NWAM LLC
Mercer Island,
Washington
|
-$1.49M |
| 4 |
CIC
Cornercap Investment Counsel
Atlanta,
Georgia
|
-$875K |
| 5 |
FFN
Focus Financial Network
Minneapolis,
Minnesota
|
-$610K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
AA
76
Ancora Advisors
Cleveland,
Ohio
| $3K | – | – | – |
|
|
GRP
77
Global Retirement Partners
San Rafael,
California
| $3K | – | – | – |
|
|
SIS
78
Sound Income Strategies
Ft Lauderdale,
Florida
| $3K | – | – | – |
|
79
William Blair & Company
Chicago,
Illinois
| $2K | – | – | – |
|
|
FFN
80
Focus Financial Network
Minneapolis,
Minnesota
| – | -$610K | -13,959 | Closed |
|
|
FHA
81
Flagship Harbor Advisors
Boston,
Massachusetts
| – | -$115K | -2,643 | Closed |
|
82
JP Morgan Chase
New York
| – | -$39K | -900 | Closed |
|
|
PFS
83
Prospera Financial Services
Dallas,
Texas
| – | -$36K | -825 | Closed |
|
IMCV Hedge Fund Activity: Q4 2020 in Review
78 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in iShares Morningstar Mid-Cap Value ETF (IMCV) for Q4 2020, worth a combined $186M — up 19% from $157M a quarter earlier.
Buyers outnumbered sellers: 13 funds opened new IMCV positions and 4 closed out — a net gain of 9 holders — while 19 added to existing stakes and 20 trimmed.
The largest buyer was Royal Bank of Canada, adding an estimated $1.56M. The largest seller was Integrated Advisors Network, cutting an estimated $3.93M.
- 78 institutional investors held iShares Morningstar Mid-Cap Value ETF (IMCV) as of Q4 2020, up from 70 in Q3 2020.
- Funds reported $186M of iShares Morningstar Mid-Cap Value ETF stock for Q4 2020, up 19% quarter-over-quarter.
- 13 funds opened new iShares Morningstar Mid-Cap Value ETF positions in Q4 2020 and 4 closed out, a net change of +9 holders.
- The largest iShares Morningstar Mid-Cap Value ETF buyer in Q4 2020 was Royal Bank of Canada, an estimated $1.56M added.
- The largest iShares Morningstar Mid-Cap Value ETF seller in Q4 2020 was Integrated Advisors Network, an estimated $3.93M sold.
Based on aggregated 13F filings for Q4 2020.